Oliver Prichard
Financial Advisor
Profile Summary
I enjoy building strong, long-term relationships with my clients and working closely together to create financial strategies that help them achieve their personal goals for the future. My approach is centred on understanding what truly matters to you and turning that into a practical, structured financial plan. Outside of work, I’m a big sports fan, especially football. I enjoy keeping active at the gym, going to live gigs, and I’m currently learning to DJ something that keeps my creative side busy.
Investment & Financial Services Offered
Investments and Savings
I help clients potentially generate better returns on their savings through a broad range of investment options, including equities, funds, and bonds, tailored to individual risk levels and objectives.
Pensions
I provide guidance on retirement planning, whether that involves starting a pension, reviewing existing pensions, or understanding appropriate contribution levels for long-term goals.
Who Oliver Prichard Works With
I work with individuals and families who want professional guidance to help organise, grow, and protect their wealth. Many clients are focused on planning for retirement and ensuring they have a sustainable financial future. I also support those who are building their savings and investments and want a structured plan to make informed decisions with confidence. Clients value an ongoing relationship where advice evolves as their circumstances and goals change.
Investment Philosophy & Approach
I believe successful investing starts with a clear understanding of your objectives, time horizons, and attitude to risk. My role is to guide you toward suitable, diversified solutions that align with your long-term goals rather than short-term market noise. I focus on building portfolios designed for resilience, growth, and tax efficiency, while ensuring you fully understand the risks involved. Clear communication and transparency are central to every recommendation I make.
Fees & Charging Structure
Oliver’s fees vary depending on each client’s individual needs and the complexity of the advice required. For a precise estimate, clients are encouraged to contact Oliver to discuss their circumstances and objectives. As general guidance, for Investment and Pension advice, advisers typically charge a percentage of the amount invested or transferred. This usually ranges between 1% and 3% of the invested amount, depending on the size of the investment. If ongoing advice is required, there may be an additional annual charge, typically between 0.5% and 1% per year. Some advisers may also offer hourly or fixed-fee arrangements, or a combination of these. All charges are agreed upfront and only applied with the client’s explicit consent. Payments are usually deducted directly from the investment or pension pot. Since 2012, advisers are not permitted to receive commissions from investment or pension providers — they are paid solely by the client.
Areas Served
United Kingdom nationwide, Willing to travel to meet clients up to 20 miles from W1G 0PW.
Frequently Asked Questions
What happens in the first meeting?
We discuss your current situation, goals, and priorities to understand how I can support you. It’s also an opportunity for you to ask questions and see how I work.
How is your advice personalised?
I take time to understand your financial position, objectives, and attitude to risk before making any recommendations.
Do you provide ongoing advice?
Yes, I offer ongoing support to review and adjust your plan as your life and financial circumstances change.
How are investments selected?
Investments are chosen based on your goals, risk profile, and time horizon, using diversified and structured strategies.
Are there risks with investing?
Yes. The value of investments and any income from them can go down as well as up, and you may get back less than you invest. Some alternative investments can be higher risk and harder to sell.
How are fees agreed?
All fees are discussed and agreed with you in advance and are only applied with your explicit consent.